Ever wondered what your net worth really says about your financial health? Just wrapped up my annual financial review with Katie and it's eye-opening to see how assets and liabilities paint a full picture. Did you know there's a way to calculate your average net worth based on your age and income? Let's just say, it's crucial to keep track of where you stand to ensure you're on the right path to financial growth. What you will learn: Assets and Liabilities  Net Worth and Financial Review  Insurance and Financial Planning  Importance of life and disability insurance Life Insurance and Financial Security  Provider roles and financial support  Learn more about Adam Olson by visiting the following links: Facebook Personal Website Business Website -- Investing involves risk, including loss of principal.    Be sure to understand the benefits and limitations of your available options and consider all factors prior to making any financial decisions.  Any strategies discussed may not be suitable for everyone.  Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC.  Adam Olson, Representative.  Mutual of Omaha Investor Services is not affiliated with any entity listed herein.  This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services and its representatives do not offer legal or tax advice. The information presented is subject to change without notice and is not intended as an offer or solicitation with respect to the purchase or sale of any security or insurance product. Mutual of Omaha Investor Services and its various affiliates do not endorse or adopt comments posted by third parties.  Comments posted by third parties are their own and may not be representative or indicative of other's opinions, views, and experiences.

Ever pondered what anchors your happiness? In my latest podcast episode, I dive deep into what brings true fulfillment. Spoiler: It's not about chasing societal norms. I'm talking about the big 'Fs' that matter to me - faith, family, fitness, finances, friends, fun, and fellowship. Let's explore together how to align life's compass with what genuinely brings us joy.  What you will learn: Values and Happiness Personal Perfect Day  Setting Goals  Net Worth and Financial Goals Basic Financial Advice  Learn more about Adam Olson by visiting the following links: Facebook Personal Website Business Website -- Investing involves risk, including loss of principal.    Be sure to understand the benefits and limitations of your available options and consider all factors prior to making any financial decisions.  Any strategies discussed may not be suitable for everyone.  Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC.  Adam Olson, Representative.  Mutual of Omaha Investor Services is not affiliated with any entity listed herein.  This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services and its representatives do not offer legal or tax advice. The information presented is subject to change without notice and is not intended as an offer or solicitation with respect to the purchase or sale of any security or insurance product. Mutual of Omaha Investor Services and its various affiliates do not endorse or adopt comments posted by third parties.  Comments posted by third parties are their own and may not be representative or indicative of other's opinions, views, and experiences.

Ever wondered about the cornerstones of financial mastery? As a CFP and author, I've spent over a decade immersed in the finance world, ensuring that my own family's future, including my three boys (and one more on the way!), is secure. What I've learned isn't just theory; it's life-tested principles that have shaped my approach to wealth generation and management. Stay tuned to my podcast for insights you won't find in textbooks—real-world financial strategies that work.  What you will learn: Introduction and Background  Learning from Mistakes  Authoring Financial Books  Creating Generational Wealth  Upcoming Episodes and Financial Tips Learn more about Adam Olson by visiting the following links: Facebook Personal Website Business Website -- Investing involves risk, including loss of principal.    Be sure to understand the benefits and limitations of your available options and consider all factors prior to making any financial decisions.  Any strategies discussed may not be suitable for everyone.  Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC.  Adam Olson, Representative.  Mutual of Omaha Investor Services is not affiliated with any entity listed herein.  This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services and its representatives do not offer legal or tax advice. The information presented is subject to change without notice and is not intended as an offer or solicitation with respect to the purchase or sale of any security or insurance product. Mutual of Omaha Investor Services and its various affiliates do not endorse or adopt comments posted by third parties.  Comments posted by third parties are their own and may not be representative or indicative of other's opinions, views, and experiences.

We're here to guide you towards a financially secure future. If you're making good money but lack a clear financial plan, join us as we help you uncover the purpose and mission behind your wealth. Discover how your wealth can be a powerful tool for creating generational wealth, leaving a lasting impact. Subscribe now and embark on a path to sustained prosperity. -- Investing involves risk, including loss of principal.     Be sure to understand the benefits and limitations of your available options and consider all factors prior to making any financial decisions.  Any strategies discussed may not be suitable for everyone.    Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC.  Adam Olson, Representative.  Mutual of Omaha Investor Services is not affiliated with any entity listed herein.    This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services and its representatives do not offer legal or tax advice. The information presented is subject to change without notice and is not intended as an offer or solicitation with respect to the purchase or sale of any security or insurance product.   Mutual of Omaha Investor Services and its various affiliates do not endorse or adopt comments posted by third parties.  Comments posted by third parties are their own and may not be representative or indicative of other's opinions, views, and experiences.